The objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies engaged in the transportation and logistics sector.
However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Minimum Investment 5000.0
Minimum Top-up 1000.0
Investment Returns
Since Launch in Aug 01, 2005
15.58%
3 M
6 M
1 Y
3 Y
10 Y
MAX
Sharp Ratio
0.98 %
Expense Ratio
1.97%
Volatility
14.14 %
Fund House
UTI Mutual Fund
Fund Manager
Mr. Sachin Dinesh Trivedi FM 1,Not Applicable FM 2,Not Applicable FM 3,Not Applicable FM 4
This fund has higher ups and downs compared to other equity funds but can give much higher returns. Investment in this fund can be made for a horizon of at least 7 years or more
Minimum Purchase Application Amount
Rs. 5000.0 (plus in multiples of Rs. 1000.0)
Riskometer
Entry Load
Not applicable
Exit Load
W.e.f. 01/04/2021 Exit Load : 1.00% if redeemed before 30 days from the date of investment.
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Performance
Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period
(rolling returns period) on every day/week/month and taken till the last day of the
duration. In this chart we are showing the annualized returns over the rolling returns
period on every day from the start date and comparing it with the benchmark. Rolling
returns is the best measure of a fund's performance. Trailing returns have a recency
bias and point to point returns are specific to the period in consideration. Rolling
returns, on the other hand, measures the fund's absolute and relative performance across
all timescales, without bias.